June 29, 2023 was a Thursday. In the morning, Yuansheng was still at home. His friend Li Zhicong called. He said that it was good to buy stocks and suggested that Yuansheng study it. Yuan Sheng: "Thank you! I'm getting ready to go out. When I get to the main room, I'll study it again...................... ................................................................. .............................................”
Yuan Sheng entered the big room and said to Zhang Sheng: "Take up the information of the stocks and see the good news it posted last night... ............."
Zhang Sheng quickly retrieved the information of stocks. The advantage of this is -------------
Organization: The company previously announced that the Tesla project bearings have passed user bench tests. Is this an electric compressor bearing or a drive motor bearing? How long does it take to be available in batches?
Company reply: In 2021, the company obtained the qualification to support the localization project of Huayu Sanden's Tesla electric compressor bearings, and passed the user bench test at the beginning of this year. At present, the customer's internal approval process has not yet been completed, and the specific mass production and supply time depends on the customer's localization process.
Organization: How long did it take for the production capacity of the company's new energy bearing products to ramp up? The gross profit margin of this product is 7.14%. Is the gross profit margin affected by early depreciation? If this impact is not taken into account, what is the normal gross profit margin?
Company reply: The company's new energy bearing products have not started for a long time. Although it achieved operating income of 27.03 million yuan in 2022, a year-on-year increase of 62.92%, it only accounted for 10.8% of the company's total revenue. It is still in the climbing stage and has not yet reached Produce. The gross profit margin is not high due to the large investment in early R&D, equipment and other aspects, as well as factors such as production efficiency during the ramp-up period and procurement costs. After reaching production, gross profit margin will continue to increase as all aspects are optimized and improved.
Agency: According to public information, Tesla humanoid robots use angular contact bearings, crossed roller bearings, four-point contact bearings, deep groove ball bearings and other types of bearings. What type of bearings does the company currently have the ability to supply?
Company reply: The company's existing products are mainly thin-walled angular contact ball bearings. The company's highest-yield traditional air-conditioning compressor bearings are of this type. At the same time, in order to improve the radial load capacity and bidirectional axial load-bearing capacity, a large number of three-point bearings are used. , four-point bearing design, and also accumulated a large number of three-point and four-point bearing processing and testing technologies. These technologies can be applied to the design, processing and testing of robot ball bearings.
Four-point contact ball bearings (including three-point contact ball bearings) and thin-walled deep groove ball bearings for humanoid robots have the same or similar product technology as ** Company’s existing bearing products:
1. Product structure similarity
1. Four-point contact ball bearings (three-point contact ball bearings)
**The company's existing air conditioner compressor bearing QJ series products and water pump bearing WR series products (ball end) are basically the same structure as the four-point contact ball bearings used for humanoid robots. In terms of product design, the steel balls are in contact with both sides of the inner and outer ring channels, and the contact angle range is about 30°, forming a bearing product that can withstand axial and radial loads.
2. Thin-walled deep groove ball bearings
**The company's existing deep groove ball bearings and air conditioner bearing products are basically the same structure as the thin-walled deep groove ball bearings for humanoid robots. Deep groove ball bearings are a widely used bearing type. **The company's existing deep groove ball bearing products cover various model series and have been successfully used in a variety of working scenarios. **The company's deep groove ball bearings include most commonly used size models and some non-standard products, which are used in automotive air conditioner electromagnetic clutches, automotive tensioners, fan clutches, new energy vehicle air conditioner electric compressors, new energy vehicle drive motors, etc. Under the circumstances.
2. Product technical similarity
1. Four-point contact ball bearing (three-point contact ball bearing) product technology
**The company's existing QJ series and WR series products are both four-point contact ball bearing technology applications. In terms of theoretical design, ** Company carried out the structural design of three-point contact and four-point contact ball bearings based on the design theory of ball bearings and double-row angular contact ball bearings, forming the Ted four-point contact ball bearing design theory. Base. In terms of process processing, the grinding wheel is used for dressing and shaping, and the four-point contact structure is cut and ground to form (peach-shaped groove) to ensure extremely high stability and consistency in the processing of the four-point contact structure; and then through super-finishing of the channel to ensure Performance parameters such as roughness and waviness of the channel surface. Ultimately achieving the production of high-quality, high-precision four-point contact ball bearing products.
Zhang Sheng: "This question and answer is very ordinary!"
Yuansheng: "Even ordinary stocks will rise if they are related to Tesla humanoid robots. If the stock you buy is a low-priced stock, you should pay more attention to it. In the stock market, veterans all know that low-priced stocks are a Treasure means that low-priced stocks tend to rise sharply when encountering good news, so we attach great importance to it after the market opens."
In the morning, the stock opened 1.45% higher. Yuansheng knew that it had a lot of profit-making orders recently, and some people would be eager to sell and lock in profits. If there are many people who are eager to sell, the stock price will naturally fall. At that time, it will be a good opportunity to buy. Therefore, Yuansheng and the others adopt a wait-and-see strategy.
Sure enough, after the stock opened, the stock price rose slowly in less than 1 minute.............
The stock price turned green at 9:423. Yuan Sheng and Zhang Sheng slowly and diversified their buying... Finally, the cost was controlled at the opening price and the battle on the first battlefield ended.
The second battlefield is the battle of Nishida Stock. In the morning, Xitian stock opened 1.37% lower. Yuansheng knew from experience: Such a bullish stock will naturally have the opportunity to rebound during the session, and that is a good opportunity to sell. So, I adopted a waiting strategy...
At 9:34, when Xitian's stock rose to 84.3 yuan, Yuansheng and the others decisively cleared their positions to protect the fruits of victory.
At 10:26, Xitian's stock price fell to 74.08 yuan, which was an auspicious number. It was more than 10 yuan lower than the stock price that Yuansheng and the others sold... ...Yuansheng said: Buy back 5% of the chips and speculate.
Zhang Sheng: "Sell 100% at the high position and sell back 5% at the low position. This risk is not big, you can do it!"
The third battlefield is the battle of Yongke stocks. In the morning, Yongke stock opened 2.14% higher......................
At 9:45, when Yongke's stock reached 21.25 yuan, Yuansheng said: Sell 95% of the chips and keep 5% of the chips to continue waiting.
After the operation was completed, Yuan Sheng and the others' costs had dropped a lot, and the victory was completely sealed. According to Yuan Sheng, stocks that have been cleared often continue to rise on the second day. Therefore, after reducing positions and reducing costs, leave a small amount of chips to see whether they rise or fall on the second day.
The 4th battlefield is the home field of road equipment stocks. In the morning, (I will write again at 6pm. 17K Novel Network can add words at any time)
